DIMENSIONAL ETF TRUST's ticker is DFAC and the CUSIP is 25434V708. A total of 454 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 3.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $83,551,813 | +0.3% | 3,188,996 | +3.9% | 0.22% | +0.4% |
Q2 2023 | $83,342,929 | +108453.4% | 3,069,745 | +1.9% | 0.22% | 0.0% |
Q1 2023 | $76,776 | +13.0% | 3,013,207 | +7.7% | 0.22% | +2.3% |
Q4 2022 | $67,951 | -99.8% | 2,798,646 | +44.0% | 0.22% | +26.0% |
Q3 2022 | $43,214,000 | +3.5% | 1,943,101 | +8.4% | 0.17% | +1.2% |
Q2 2022 | $41,758,000 | -23.3% | 1,792,203 | -9.2% | 0.17% | -16.6% |
Q1 2022 | $54,454,000 | +104.6% | 1,974,404 | +114.9% | 0.20% | +81.4% |
Q4 2021 | $26,618,000 | +12.5% | 918,801 | +3.2% | 0.11% | -8.1% |
Q3 2021 | $23,654,000 | +82.2% | 890,246 | +85.0% | 0.12% | +51.9% |
Q2 2021 | $12,981,000 | – | 481,130 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Onyx Financial Advisors, LLC | 3,036,695 | $79,561,398 | 68.38% |
SJS Investment Consulting Inc. | 8,868,609 | $232,357,547 | 58.31% |
Greenspring Advisors, LLC | 6,899,440 | $180,765,307 | 57.07% |
Geometric Wealth Advisors | 6,019,948 | $157,722,637 | 49.16% |
Chico Wealth RIA | 1,408,756 | $36,909,407 | 44.15% |
ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1,896,232 | $49,681,276 | 42.72% |
Syverson Strege & Co | 3,484,322 | $91,289,241 | 40.85% |
Core Wealth Management, Inc. | 2,948,356 | $77,246,937 | 39.94% |
Shearwater Capital LLC | 1,660,632 | $43,508,559 | 39.33% |
GRAND WEALTH MANAGEMENT, LLC | 2,395,919 | $62,773,088 | 38.44% |